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China rare earth export control and auto industry
Rare earths are key materials for many electric vehicle (EV) parts. China has a dominant position in the global rare earth supply chain with its abundant deposits and high vertical integration. In June 2025, China implemented export controls on some medium and heavy rare earths, triggering a crisis for the global automotive supply chain.
China Tightens Grip on Rare Earths with Secretive Quotas
China has issued its first 2025 rare earth mining and smelting quotas without public disclosure, reflecting its tight control over the valuable sector. The move is seen as a strategic response in global trade negotiations and hints at an increased sensitivity concerning its rare earth supply chain.
10hon MSN
China's state security agency says it is cracking down on alleged smuggling of rare earths minerals that it says threaten ...
Hong Kong (CNN) — Despite a 90-day truce in its trade war with the United States, China appears to be maintaining tight control over its rare earth exports – preserving a key source of ...
China’s rare earth export controls were “specifically designed to hit the US defense industry, and I cannot envision China stepping back from that,” said Thomas Kruemmer, ...
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